Every Form 4 that Guardian Pharmacy Services, Inc. (GRDN) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow GRDN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GRDN filings page.
COSLER STEVEN D reported acquisition or exercise transactions in this Form 4 filing.
Guardian Pharmacy Services, Inc. director Steven D. Cosler received an equity grant of 4,028 shares of Class A common stock in the form of restricted stock units, awarded at no cash cost per share.
After this grant, Cosler directly holds 29,012 Class A common shares, reflecting a routine compensation-related award rather than an open-market purchase or sale.
Guardian Pharmacy Services director LEWIS RANDALL J received an equity grant of 4,028 shares of Class A common stock on May 5, 2026. The award is structured as restricted stock units payable solely in shares of Class A common stock and carries no cash exercise price.
After this grant, the director holds 15,071 shares directly. This is a compensation-related award rather than an open-market purchase or sale, so it reflects routine equity-based compensation rather than a trading decision.
Patchett Mary Sue reported acquisition or exercise transactions in this Form 4 filing.
Guardian Pharmacy Services, Inc. director Mary Sue Patchett received an equity grant of 4,028 shares of Class A Common Stock at a price of $0.00 per share. This award is in the form of restricted stock units that will be paid solely in Class A shares. After this grant, she directly holds 15,071 shares, showing her total reported equity stake following the award.
Guardian Pharmacy Services, Inc. investor Pharmacy Investors, LLC converted derivative holdings into common stock. On March 28, 2026, it exercised a derivative position covering 1,413,939 shares of Class B common stock, receiving 1,413,939 shares of Class A common stock at a stated exercise price of $0.00 per share. The company’s charter provides that the Class B shares automatically convert into Class A shares on a one-for-one basis in substantially equal tranches on March 28, 2026 and September 27, 2026. Following this transaction, Pharmacy Investors, LLC directly holds 2,449,867 shares of Class A common stock. No open derivative position remains disclosed in this filing.
Guardian Pharmacy Services director and 10% owner William E. Bindley, through Bindley Capital Partners I, LLC, exercised a derivative position so that 6,100,175 shares of Class B common stock automatically converted into the same number of Class A shares on March 28, 2026.
This automatic one-for-one conversion is described in the company’s Amended and Restated Certificate of Incorporation, which provides for substantially equal tranches on March 28, 2026 and September 27, 2026. Following the transaction, Bindley Capital Partners I, LLC indirectly held 10,569,491 shares of Class A common stock.
Guardian Pharmacy Services, Inc. executive Forbes Kendall reported an automatic conversion of derivative shares into common stock. On March 28, 2026, 608,570 shares of Class B Common Stock converted on a one-for-one basis into 608,570 shares of Class A Common Stock at a conversion price of $0.00 per share. This reflects the first of two substantially equal tranches scheduled under the company’s Amended and Restated Certificate of Incorporation, with the second tranche set for September 27, 2026. Following this transaction, Kendall directly holds 1,061,826 shares of Class A common stock, and there are no remaining derivative positions shown in this filing.
Cardinal Equity Fund, L.P., a member of a 10% owner group of Guardian Pharmacy Services, Inc., exercised a derivative position as part of an automatic conversion. On March 28, 2026, 471,057 shares of Class B common stock converted into 471,057 shares of Class A common stock on a one-for-one basis at $0.0000 per share, as provided in the company’s Amended and Restated Certificate of Incorporation. Following this conversion, Cardinal Equity Fund directly holds 816,180 shares of Class A common stock. The footnote states that the Class B shares convert in substantially equal tranches on March 28, 2026 and September 27, 2026.
Guardian Pharmacy Services, Inc. director and officer David K. Morris exercised a derivative position, converting 641,869 shares of Class B common stock into 641,869 shares of Class A common stock at an exercise price of $0.0000 per share.
Following the transaction on March 28, 2026, Morris directly owned 896,341 shares of Class A common stock. According to the company’s Amended and Restated Certificate of Incorporation, his Class B shares automatically convert into Class A shares on a one-for-one basis in substantially equal tranches on March 28, 2026 and September 27, 2026.
Bindley Capital Partners I, LLC, a more than ten percent owner of Guardian Pharmacy Services, Inc., exercised a derivative position that automatically converted 6,100,175 shares of Class B Common Stock into 6,100,175 shares of Class A Common Stock at $0.0000 per share.
Following this conversion on March 28, 2026, Bindley Capital Partners I, LLC directly holds 10,569,491 shares of Class A Common Stock. The conversion occurred under the company’s Amended and Restated Certificate of Incorporation, which provides for automatic one-for-one conversion in substantially equal tranches on March 28, 2026 and September 27, 2026.
Guardian Pharmacy Services director and ten percent owner Thomas J. Salentine Jr., through Bindley Capital Partners I, LLC, exercised a derivative position and converted 6,100,175 shares of Class B common stock into the same number of Class A shares at an exercise price of $0.00 per share on March 28, 2026. This automatic one-for-one conversion occurred pursuant to the company’s Amended and Restated Certificate of Incorporation, which provides for substantially equal tranches on March 28, 2026 and September 27, 2026. Following the transactions, Bindley Capital Partners I, LLC indirectly holds 10,569,491 shares of Class A common stock, and Salentine also directly holds 35,714 Class A shares.
Guardian Pharmacy Services director-linked entities completed a large share conversion. On March 28, 2026, Pharmacy Investors, LLC and Cardinal Equity Fund, L.P., both associated with director John Ackerman, exercised derivative rights to convert a total of 1,884,996 shares of Class B common stock into Class A common stock at $0.00 per share. The transactions reflect automatic one-for-one conversions required in substantially equal tranches on March 28, 2026 and September 27, 2026 under the company’s Amended and Restated Certificate of Incorporation, and do not involve open-market buying or selling.
Guardian Pharmacy Services, Inc. director and officer Fred Burke exercised a derivative position to acquire 1,298,826 shares of Class A common stock in an automatic conversion. On March 28, 2026, 1,298,826 shares of Class B common stock converted into an equal number of Class A shares at a stated price of $0.00 per share, pursuant to the company’s Amended and Restated Certificate of Incorporation. Following the transactions, Burke held 1,298,825 shares of Class B common stock and 2,139,239 shares of Class A common stock directly.
Pharmacy Investors, LLC, a member of a 10% owner group of Guardian Pharmacy Services, Inc., sold 827,636 shares of Class A common stock in an open-market transaction on March 20, 2026 at an average price of $29.6825 per share. After this sale, Pharmacy Investors, LLC still directly holds 1,035,928 shares of Guardian’s Class A common stock. The shares were sold as part of an underwriting agreement involving the company and other selling stockholders.
Guardian Pharmacy Services director and officer Morris David K reported an open-market sale of 187,855 shares of Class A common stock on March 20, 2026 at an average price of $29.6825 per share. After the sale, he directly holds 254,472 shares. The shares were sold pursuant to an underwriting agreement with BofA Securities and Jefferies as representatives of the underwriters.
Guardian Pharmacy Services director and officer Fred Burke reported an open-market sale of 671,432 shares of Class A common stock at an average price of $29.6825 per share. The shares were sold pursuant to an underwriting agreement involving the company and other selling stockholders. After this transaction, Burke directly owns 840,413 shares of Guardian Pharmacy Services, Inc.
Guardian Pharmacy Services, Inc. officer Forbes Kendall reported an open-market sale of 346,672 shares of Class A common stock at an average price of $29.6825 per share. The shares were sold pursuant to an underwriting agreement with BofA Securities and Jefferies. After the transaction, Kendall directly holds 453,256 shares.
Cardinal Equity Fund, L.P., a member of the 10% owner group of Guardian Pharmacy Services, Inc., reported an open-market sale of 275,728 shares of Class A common stock on March 20, 2026 at an average price of $29.6825 per share.
The shares were sold pursuant to an underwriting agreement among the company, certain selling stockholders, and underwriters led by BofA Securities and Jefferies. Following this transaction, Cardinal Equity Fund directly holds 345,123 shares of Guardian Pharmacy Class A common stock.
Guardian Pharmacy Services director and 10% owner Thomas J. Salentine Jr. reported a large stock sale executed by an affiliated entity. Bindley Capital Partners I, LLC, an entity associated with him, sold 3,570,677 shares of Class A Common Stock on March 20, 2026 at an average price of $29.6825 per share in an underwritten offering led by BofA Securities and Jefferies. Following the transaction, the filing shows 4,469,316 shares held indirectly through Bindley Capital Partners I, LLC and 35,714 shares held directly in his name.
Bindley Capital Partners I, LLC, a 10% owner of Guardian Pharmacy Services, Inc., reported selling 3,570,677 shares of Class A common stock at an average price of $29.6825 per share on March 20, 2026. The sale was made as part of an underwritten offering pursuant to an underwriting agreement with BofA Securities and Jefferies. After this transaction, Bindley Capital Partners I, LLC continues to hold 4,469,316 shares of Guardian Pharmacy Services Class A common stock.
Guardian Pharmacy Services director-related entities sold shares in an underwritten offering. On March 20, 2026, Pharmacy Investors, LLC sold 827,636 shares of Class A common stock at $29.6825 per share, while Cardinal Equity Fund, L.P. sold 275,728 shares at the same price.
Both transactions are indirect holdings associated with director John Ackerman and were executed as open-market sales pursuant to an underwriting agreement with BofA Securities and Jefferies as representatives of the underwriters. After these sales, Pharmacy Investors, LLC still held 1,035,928 shares and Cardinal Equity Fund, L.P. held 345,123 shares.
Guardian Pharmacy Services, Inc. director and 10% owner William E. Bindley reported an indirect open‑market sale of 3,570,677 shares of Class A common stock at an average price of $29.6825 per share. The shares were held by Bindley Capital Partners I, LLC and were sold pursuant to an underwriting agreement with BofA Securities, Inc. and Jefferies LLC. Following this secondary sale, Bindley Capital Partners I, LLC continues to hold 4,469,316 shares of Class A common stock indirectly associated with Bindley.
Forbes Kendall reported acquisition or exercise transactions in this Form 4 filing.
Guardian Pharmacy Services insider Kendall Forbes received an equity award. Forbes was granted 8,952 restricted stock units of Class A common stock at no cash cost, which will vest in full on March 1, 2029. After this grant, Forbes directly holds 799,928 shares or units of Class A common stock.
Morris David K reported acquisition or exercise transactions in this Form 4 filing.
Guardian Pharmacy Services, Inc. director and officer Morris David K reported an equity award of 8,952 shares of Class A common stock on March 1, 2026. The award is in the form of restricted stock units granted at $0.00 per share, bringing his directly held Class A shares to 442,327.
The footnote explains these are restricted stock units that settle one-for-one into Class A common stock when they vest in full on March 1, 2029, highlighting that the award’s value depends on future vesting.
Burke Fred reported acquisition or exercise transactions in a Form 4 filing for GRDN. The filing lists transactions totaling 75,000 shares. Following the reported transactions, holdings were 75,000 shares.
Guardian Pharmacy Services executive Forbes Kendall received a grant of 50,000 stock options on February 11, 2026. The options have an exercise price of $34.59 per share and relate to Class A common stock. They vest and become fully exercisable on February 11, 2029, and expire on February 11, 2036. Following this grant, Kendall beneficially owns 50,000 derivative securities directly.
Morris David K reported acquisition or exercise transactions in a Form 4 filing for GRDN. The filing lists transactions totaling 50,000 shares. Following the reported transactions, holdings were 50,000 shares.
Guardian Pharmacy Services reported an insider stock gift by its President, Chief Executive Officer and Director. On 12/04/2025, the reporting person made a bona fide gift of 200,000 shares of Class A common stock, coded as a gift transaction, at a reported price of $0 per share.
The shares were donated to a charitable donor-advised fund, which agreed not to sell or transfer the shares during a lock-up period that expires on June 30, 2026, and to hold the shares in its account for up to three years from the gift date. After this transaction, the reporting person beneficially owned 1,511,845 shares of Class A common stock, held directly.
Guardian Pharmacy Services, Inc. Executive Vice President of Sales & Operations reported a charitable stock gift in this filing. On 12/04/2025, the insider made a bona fide gift of 21,500 shares of Class A common stock, recorded at a price of $0 as is typical for gifts. After this transaction, the reporting person beneficially owns 790,976 shares directly.
The shares were donated to a charitable donor-advised fund, which has agreed not to sell or transfer the shares during a lock-up period that runs until June 30, 2026. The filing is made by a single reporting person and reflects a transfer for charitable purposes rather than an open-market sale.
Guardian Pharmacy Services, Inc. reported an insider share purchase by a company director. On 12/03/2025, the director bought 3,370 shares of Class A common stock, coded as a purchase ("P") transaction.
The filing states a weighted-average purchase price of $29.61 per share, with individual trades executed between $29.31 and $29.80. After this transaction, the director beneficially owns 24,984 shares of Guardian Pharmacy Services, Inc. common stock in direct ownership.
John Ackerman, a director of Guardian Pharmacy Services, Inc. (GRDN), reported on Form 4 that on 09/27/2025 Class B common stock held indirectly by entities tied to him converted into Class A common stock in automatic tranches. The filing shows 1,413,940 Class B shares converting into Class A shares held by Pharmacy Investors, LLC, resulting in 1,863,564 Class A shares beneficially owned by that entity after the transaction. It also shows 471,057 Class B shares converting for Cardinal Equity Fund, L.P., yielding 620,851 Class A shares beneficially owned by that entity.
The conversion occurs pursuant to the company’s Amended and Restated Certificate of Incorporation, which provides one-for-one conversion of Class B to Class A in substantially equal tranches on 09/27/2025, 03/28/2026 and 09/27/2026. The Form 4 was signed by an attorney-in-fact on 09/30/2025.
Form 4 filing by Forbes Kendall, Executive Vice President, Sales & Operations of Guardian Pharmacy Services, Inc. (GRDN). The filing reports that on 09/27/2025 the reporting person had a transaction converting 608,570 shares into Class A Common Stock (transaction code M). After the reported transaction, the reporting person beneficially owned 812,476 shares of Class A common stock according to Table I. Table II shows the corresponding Class B common stock conversion of 608,570 shares, resulting in aggregate beneficial ownership of 1,217,140 shares of Class A common stock following the conversion. The filing notes these Class B shares convert into Class A shares on a one-for-one basis in substantially equal tranches on 09/27/2025, 03/28/2026 and 09/27/2026. The form is signed by an attorney-in-fact on behalf of the reporting person on 09/30/2025.
Cardinal Equity Fund, L.P. reported changes in beneficial ownership of Guardian Pharmacy Services, Inc. (GRDN). The filing shows sales of Class A common stock on May 27, 2025 (270,958 shares at $20.16) and May 28, 2025 (50,305 shares at $20.16), executed pursuant to an Underwriting Agreement dated May 22, 2025. After those disposals the filing shows beneficial ownership of 149,794 and 200,099 shares following each reported sale. The reporting person also holds Class B common stock that will automatically convert one-for-one into Class A shares in substantially equal tranches on September 27, 2025, March 28, 2026 and September 27, 2026, with a tranche of 471,057 shares converting on September 27, 2025, resulting in 620,851 Class A shares reported as beneficially owned after that conversion tranche.
Bindley Capital Partners I, LLC, a director-level reporting person of Guardian Pharmacy Services, Inc. (GRDN), reported a non‑derivative transaction dated 09/27/2025 converting 6,100,176 shares of Class B common stock into 6,100,176 shares of Class A common stock under the issuer's amended certificate of incorporation. After the conversion, the reporting person beneficially owns 8,039,993 shares of Class A common stock and, counting derivative holdings, 12,200,350 total shares beneficially owned. The filing is signed by an attorney‑in‑fact on 09/30/2025.
Thomas J. Salentine Jr., a director and reported >10% owner of Guardian Pharmacy Services, Inc. (GRDN), reported a Section 16 transaction on Form 4 showing activity on 09/27/2025. The filing discloses 6,100,176 shares of Class A common stock acquired (code M) and a disposition of 35,714 Class A shares. After the reported non-derivative transaction the filing shows 8,039,993 Class A shares beneficially owned indirectly through Bindley Capital Partners I, LLC. The filing also reports converted derivative/Class B activity reflecting 6,100,176 Class B shares treated as converted into Class A, bringing total indirect beneficial ownership of Class A to 12,200,350 shares. The filing notes these Class B shares convert one-for-one in tranches on 09/27/2025, 03/28/2026 and 09/27/2026.
Guardian Pharmacy Services insider David K. Morris, an executive vice president and CFO, reported conversion and transfer-related changes in his holdings. On 09/27/2025, 641,869 shares of Class B common stock were reported as converted into Class A common stock on a one-for-one basis, increasing his reported Class A beneficial ownership to 856,364 shares. The filing explains that Class B shares convert in substantially equal tranches on 09/27/2025, 03/28/2026 and 09/27/2026. Under a September 2025 domestic relations order, Morris agreed to transfer 422,989 Class A shares by 11/11/2025 and an additional 641,870 Class A shares between 03/28/2026 and 11/11/2026.
Guardian Pharmacy Services insider conversion increased reported Class A holdings. On 09/27/2025 William E. Bindley, a director and 10% owner, reported the conversion of 6,100,176 shares into Class A common stock. After the conversion, the filing shows 8,039,993 shares of Class A beneficially owned (indirectly) by Bindley and, including derivative/underlying shares, a total of 12,200,350 shares reported as beneficially owned indirectly by Bindley Capital Partners I, LLC. The filing states these Class B shares convert one-for-one into Class A in substantially equal tranches on 09/27/2025, 03/28/2026 and 09/27/2026.
Pharmacy Investors, LLC reported changes in its beneficial ownership of Guardian Pharmacy Services, Inc. (GRDN). The reporting person sold a total of 964,316 shares of Class A common stock in two transactions on May 27, 2025 (813,318 shares) and May 28, 2025 (150,998 shares) at $20.16 per share under an underwriting agreement.
The filing also shows a merger/conversion event: 1,413,940 shares of Class B common stock are scheduled to convert into Class A common stock on September 27, 2025 (part of staggered tranches with later conversions in March and September 2026). After the reported transactions and recognizing the conversion tranche, the reporting person beneficially owns 1,863,564 Class A shares (direct) and, counting derivative holdings, a total of 2,827,878 shares shown as beneficially owned following the transactions.
Insider conversion of Class B to Class A shares recorded for Guardian Pharmacy Services, Inc. (GRDN). The reporting person, Fred Burke, submitted a Form 4 showing a transaction dated 09/27/2025 in which 1,298,826 shares were reported under transaction code "M" as acquired. Per the filing, Burke's Class B common stock automatically converts one-for-one into Class A common stock in substantially equal tranches on 09/27/2025, 03/28/2026 and 09/27/2026. After the reported conversion, Burke beneficially owned 2,597,651 shares of Class A common stock. The filing identifies Burke as a Director and as President and Chief Executive Officer; the Form 4 was signed by an attorney-in-fact on 09/30/2025.